New Delhi: India’s deeptech sector is entering a breakout phase, with its market potential projected to reach $30 billion by 2030, driven by rapid growth in defence innovation and robotics manufacturing, according to a report by Redseer Strategy Consultants.
Once viewed as a niche segment, deeptech—covering areas such as artificial intelligence (AI), robotics, autonomous systems, and advanced energy propulsion—is now emerging as India’s next major economic engine, aligning national security objectives with global industrial demand, the report said.
India’s defence deeptech spending has doubled over the past decade to about $80 billion, outpacing traditional defence powerhouses like the US and China, Redseer noted. The country’s overall deeptech base is currently estimated at $9–12 billion for FY2025, marking a 2.5-fold expansion in five years.
“India is fast becoming the only trusted, low-cost scale hub outside China,” the report said, highlighting that defence and robotics are leading the transformation. The global robotics market, valued at around $60 billion, is expected to soar nearly fourfold to $230 billion by 2030, with humanoid robots alone projected to represent a $10 billion opportunity.
India holds a strong advantage in cost efficiency, with humanoid robot production 73% cheaper than in the US—thanks to local integration, affordable labour, and optimised sourcing.
The report identifies key growth areas for Indian firms, including autonomous systems, AI-driven military training tools, and advanced drone propulsion technologies.
Redseer added that India’s blend of strategic defence priorities, competitive costs, and an innovation-led startup ecosystem positions it to play a defining role in global technology supply chains.
“Deeptech is no longer a bet on the future — it’s today’s reality. India’s defence-deeptech flywheel is spinning faster than ever, creating investable, scalable, and sustainable growth opportunities for the coming decade,” the report concluded.
